Vicky-Bowie

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Vicky Bowie

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Vicky-Bowie on Junho 22, 2022

Enroll Contacts in Multiple Sequences

We are finding the sequence email tool helpful for quote follow up activity. However, when we have contacts who have more than one project/quote in the hopper at one time, it is not possible to use sequences for follow up and we have to go back to m Leia mais

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Vicky-Bowie on Março 11, 2022

Add/Edit Meeting Links from Settings

It would be helpful to have a link from settings to go to the sales/meetings page in order to add or edit meeting links. It would also be helpful if the knowledge/help articles would direct you to go to the sales/meetings page. Trying to fin Leia mais

Responder Discussão Calendar Knowledge Base Meetings Professional

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Brett_Weaver on Abril 12, 2018

Associate Tasks with Contacts AND Companies by default

Hello, It would be very helpful to automatically have a Task which was created under a Contact also be associated with the Contact's Company. There are mentions of this on the community forum already for a couple of different reasons. My rea Leia mais

Responder Idéia

190 avaliações positivas

61 Respostas

Vicky-Bowie

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Janeiro 26, 2022

I agree with all of the suggestions here. Please Hubspot make the feature for tasks to at least be given an option to be associated with contact, com...Leia mais

AGnaedinger on Novembro 30, 2021

Create Tags/Categories for Notes

We have a few different types of notes that we take (1:1 meeting notes, coalition notes, personal information, and a pinned 'follow up on next meeting' type of note). It would be great to be able to tag and filter each of these note types.

Responder Idéia Activity Feed

59 avaliações positivas

17 Respostas

Vicky-Bowie

Participante

Dezembro 09, 2021

Similar situation here where we have several "categories" of history notes. Example and how we are working around this for now: Quarterly check-in w...Leia mais

KyleJepson on Julho 11, 2021

What's your power combo?

Sales Hub has a lot of great tools, but the real power of HubSpot comes out when you start combining tools together. What tool combination do you like best? Share your power combo in the comments below! *To learn more about this, check out Leia mais

Responder Discussão

216 avaliações positivas

1196 Respostas

Vicky-Bowie

Participante

Dezembro 09, 2021

sequences and snippets

KyleJepson on Julho 11, 2021

How do you connect with your contacts?

HubSpot has a lot of tools for connecting with contacts, and there are a host of other tools sales teams use outside of HubSpot. What's your favorite tool for connecting with people? Share your thoughts in the comments below! *To learn mor Leia mais

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259 avaliações positivas

1394 Respostas

Vicky-Bowie

Participante

Dezembro 09, 2021

Teams and LinkedIn are useful for my company's connection tools

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